What users are saying about
22 Ratings
20 Ratings
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Score 8.5 out of 100
22 Ratings
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Score 9 out of 100

Likelihood to Recommend

Conga Collaborate

We've found that closing deals through Ocitv is very efficient and effective in saving our team time. A small team at our company has been using the beta version to display multiple quotes and proposals through our customized templates. The customization of templates allows multiple teams to leverage the software with little resistance from the client. We work with many legacy companies that still require a formal legal agreement
Anonymous | TrustRadius Reviewer

XaitPorter

XaitPorter is ideal when a large document, containing many (preferably independent) sections is being created by more than five writers across different office locations and is subject to review by multiple reviewers and requires formal approval. It is particularly suited for external documents which are to be delivered as a non-editable PDF file.
Anonymous | TrustRadius Reviewer

Pros

Conga Collaborate

  • Simple to implement and use. If you're using Word to write proposals, distribute, redline and edit them... you're going to save time on the first proposal you write.
  • Impressive to our prospects. When we distribute our password-protected proposals, our prospects always comment on what a great experience it is.
  • A huge time-saver with its templating capabilities. We have standard engagements with our clients and we're able to control and update the messaging as needed, and still personalize it to each opportunity.
  • A company that listens and cares about their clients' usage. From day 1 at TinderBox, the team has been responsive to our needs.
  • Tracking and measurement show our success rates. We love the fact that we get notified when the prospect opens the proposal and that we can track our team's success.
Douglas Karr | TrustRadius Reviewer

XaitPorter

  • This tool gives us the opportunity to work together. We always work in the last revision.
  • We can write comments as we go along and all involved will see it straight away.
  • We can structure it the way we want/our the way customer wants it and print the whole book in one go. We are sure that pictures/text/tables are where they are supposed to be (they have not moved around the document as it does when using Microsoft Word).
Solveig Solheim | TrustRadius Reviewer

Cons

Conga Collaborate

  • Formatting is weak. Sometimes the UX for bold, underline, etc. do not work well. Copy and paste functionality can be buggy at times.
  • At times, we have a difficulties with the connection between SFDC and the tool, and sometimes the SOW does not appear in the opportunity record in SFDC.
  • Takes a while to get it looking good in terms of a final SOW. It can be time consuming and not very easy to learn as a beginner.
Anonymous | TrustRadius Reviewer

XaitPorter

  • It would be helpful to improve functions used to organize and reorganize sections. They work fine, but could be retooled for ease of use. Simple drag-drop over the tree-view from the primary navigator (not only in the dedicated dialog for reordering sections) would be very good. It would be good to support simple flagging or tagging of sections to indicate whatever is meaningful to the user (e.g., to flag a section as imported text that needs formatting, or a section that is high priority for review). The icons do change to indicate predefined workflow states (e.g. approved), but there isn't support for a user-defined tag, perhaps with the ability to filter by tag as many newer applications can do. That would be handy. These aren't criticisms so much as product enhancement suggestions.
  • The editor is ok but could be tuned up a bit. For example, styles in the toolbar dropdown apply only to the whole paragraph. It's hard to indent text. The button tool doesn't consistently remove the button attribute on an existing button; works sometimes, sometimes not. Little stuff. Overall it's adequate for text creation.
  • The process of defining templates and styles appears to be a black art. While it's something you don't do often, it should be simplified and better exposed to ordinary admins.
  • The ability to have more than one section open at a time in the editor would be fantastic. Great productivity tool.
  • Word import/export could be cleaner.
  • The ability to export to html with user-defined style sheets would open new markets for Xait. If the product had that, we'd use Xait to maintain our online help site too.
  • The ability to link to externally stored images rather than lock them inside the Xait library would be huge, as we've expressed to the support team. We manage hundreds of images (diagrams, screen shots etc.) that are used throughout the company, not just for Xait documents. We would like to store them on a file system (e.g. Dropbox) and have them update into Xait automatically when the master copy is modified. This is a very important capability, though in fairness we didn't find it in other products either. Explicit support for Dropbox/Google Drive/Box would be one way, but dynamic linking a la Microsoft Word would be fine, maybe even better.
Anonymous | TrustRadius Reviewer

Likelihood to Renew

Conga Collaborate

Conga Collaborate 4.8
Based on 2 answers
I don't see any use in my current org but If I see any use I'll propose it when I'm in position to recommand.
Sunil Parmar | TrustRadius Reviewer

XaitPorter

XaitPorter 10.0
Based on 3 answers
There are too many positive aspects versus negative.
Anonymous | TrustRadius Reviewer

Usability

Conga Collaborate

Conga Collaborate 8.0
Based on 1 answer
It's a fantastic platform as is, but there's always an opportunity to squeeze a little optimization into the fold. I am of the belief that the user should be looking left to go backwards, right to go forwards, up to the right for support, and hitting the menus for other commands. Sometimes I go to advance and I'm hit with the message that I have to save first... so I have to click a button up top to save, then back down to advance. I think a "Save and Continue" in places is appropriate.
Douglas Karr | TrustRadius Reviewer

XaitPorter

XaitPorter 9.5
Based on 2 answers
We find it to be intuitive to use with a simple menu and right-click based functionality in place.
Carol Wilson | TrustRadius Reviewer

Reliability and Availability

Conga Collaborate

No score
No answers yet
No answers on this topic

XaitPorter

XaitPorter 10.0
Based on 2 answers
XaitPorter is always there even though we have issues with outages (suddenly the network does not work, but that is internal issue)
Solveig Solheim | TrustRadius Reviewer

Performance

Conga Collaborate

No score
No answers yet
No answers on this topic

XaitPorter

XaitPorter 10.0
Based on 2 answers
Our reports/Tenders complete in a reasonable time frame, actually faster than Word. We have not integrated with other systems or softwares.
Solveig Solheim | TrustRadius Reviewer

Support Rating

Conga Collaborate

Conga Collaborate 10.0
Based on 1 answer
Their support team is top-notch--very quick to reach out to help on any issues or questions we have.
Anonymous | TrustRadius Reviewer

XaitPorter

XaitPorter 10.0
Based on 6 answers
They have a clear method for reporting any issues and work hard to get a resolution, keeping me informed of progress.
Carol Wilson | TrustRadius Reviewer

In-Person Training

Conga Collaborate

No score
No answers yet
No answers on this topic

XaitPorter

XaitPorter 10.0
Based on 1 answer
He was really good. He came from Xait and trained us for several days. He got all involved and answered the questions asked. He was a professional trainee
Solveig Solheim | TrustRadius Reviewer

Online Training

Conga Collaborate

No score
No answers yet
No answers on this topic

XaitPorter

XaitPorter 9.9
Based on 2 answers
The online training was really good. They know the way of getting people involved and they answered all questions asked. They were there for us.
Solveig Solheim | TrustRadius Reviewer

Implementation Rating

Conga Collaborate

No score
No answers yet
No answers on this topic

XaitPorter

XaitPorter 10.0
Based on 2 answers
I was really satisfied with the implementation
Solveig Solheim | TrustRadius Reviewer

Alternatives Considered

Conga Collaborate

Conga Collaborate has pricing that worked for our small team. The Salesforce integration is better suited for our needs with Conga
Anonymous | TrustRadius Reviewer

XaitPorter

The standard product for many years has been Microsoft Word. Some have tried to use SharePoint as a collaborative tool, but it is not suited for the purpose and is generally very user un-friendly. It is not intuitive and we have very few persons with any competency in it. Porter is easy to pick up and the new interface is very intuitive, and the way that Porter works removes many of the typical layout and formatting choices that made Microsoft Word so difficult for the average employee. It also greatly simplifies and reduces the amount of corrective work that tender support staff used to have to do.We are not aware of any product in the market that comes close to Porter. It is an ideal product that was purpose built for collaborative writing.
Anonymous | TrustRadius Reviewer

Scalability

Conga Collaborate

No score
No answers yet
No answers on this topic

XaitPorter

XaitPorter 10.0
Based on 1 answer
I just love the system
Solveig Solheim | TrustRadius Reviewer

Return on Investment

Conga Collaborate

  • Positive: Time saving and proposal consistency.
  • Negative: Unreliable editor.
  • Positive: I appreciate the ability to track user's activity once a proposal is completed.
Anonymous | TrustRadius Reviewer

XaitPorter

  • Too soon to tell. Right now we're still at the near end of the value chain - it still seems expensive given the outputs to date. But we have a lower proposal volume than some companies, so you need to factor that in.
  • Also, the named user licensing is restrictive and problematic in a small company where people perform multiple roles and may dip in and out of the proposal development process over a period of weeks or months. A concurrent user model would be much, much better for us, though I understand you'd need to figure out a way to handle email notifications.
Anonymous | TrustRadius Reviewer

Screenshots

Pricing Details

Conga Collaborate

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

XaitPorter

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

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